Kcm-Investment-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "JWN", "MPWR", "MASI", null, null, "MP", null, "ARM", "ACN", null, "MMM", "ABT", "ABBV", null, "ADBE", "A", "APD", null, "ALL", "GOOGL", "VDE", null, "AXP", null, "TEAM", "T", "BLK", "CAT", "AVGO", "LOW", "BSX", null, "CCI", "COF", "CMI", "DUK", "ESS", "FRT", null, null, null, "FCX", "GD", "GILD", "GIS", "HON", "HD", null, "AZN", "MCD", "INTU", null, "UNP", "QCOM", "GGB", "SCCO", "ISRG", "HUBB", "LEN", "ITW", "AMAT", "EMR", "BKNG", "META", "NAT", null, null, "IJH", null, "SWK", "KMI", "LHX", "LRCX", "LIN", null, null, "MPC", null, "MA", "MDT", "MSFT", "MDLZ", "MS", "TMUS", "ENPH", "EVRG", null, "GE", "GPC", null, "NVS", "OXY", "OMC", "ORLY", "ADM", "DLN", "BX", "ZYXI", "HSY", "AMP", "FAST", "IJR", "KKR", "KLAC", "IWD", "KR", "ORCL", "OKE", "PAYX", "VHT", null, null, "IWF", null, null, null, null, "PEP", "PNC", "IRM", "PGR", "IJK", null, "IVV", null, "UNH", "AAPL", "SPY", "ECL", "NVDA", "GS", "ENB", "INTC", "PFE", "LMT", "PG", "MRK", "VZ", null, "KEYS", "MKC", "AMGN", "MAS", "PPG", "FNDX", "SPGI", "SCHX", null, null, "NOW", "SHW", "ROP", "SRE", "O", "ROST", "SHEL", "RTX", "GLD", null, null, "BP", "AMT", "IBM", "SYK", "SBUX", "SNPS", "TEL", "CI", "TXN", "TD", "TGT", "TMO", "TJX", "TRV", "UL", "UPS", "VNQ", "VO", "NEM", "VV", "SCHW", "BMRC", null, "JBL", null, null, "VIG", "TTE", "MMT", null, "XLB", null, "TSM", null, null, null, "VYM", "EW", "TT", "VRSK", "VRT", "AON", "ALB", "AFL", "AMD", "SDY", "FI", "DOV", "F", "WEC", "AJG", "WM", "FSLR", "FTNT", "IR", "GSLC", "CAH", "AEP", "SGOL", "ES", null, "PEG", "FDS", "AMZN", "SCHB", null, "CLF", "IVE", "DKS", null, null, null, null, "VGT", null, "USB", "VUG", "VLO", "VFH", "VEA", "VGK", null, "VB", "VOO", null, "VTV", "VEEV", "V", "WMT", null, "WFC", "WELL", "WPM", "WMB", "XEL", "WDAY", "XYL", "SCHD", "ET", "BIIB", "DVY", "CHKP", "SCHG", null, "SCHF", "EIX", "NSC", "JCI", "LH", "MNDY", "SO", "PPL", "OTIS", "PSX", "CRM", "SYY", "DIA", null, "LYB", "GEV", "ZBH", "DGRO", "MCK", "PSA", "NUE", "FDX", "KMB", "LULU", "ADP", "AZO", "BAC", null, "BK", "BRK-B", "BAX", "BDX", "BA", "BMY", "BLDR", "CNI", "CDNS", "CARR", "CSL", "CX", "CVX", "CB", "CTAS", "CSCO", "C", "CLX", "CME", "KO", "COIN", "CMCSA", "CL", "COP", "STZ", "CORT", "ED", "CTRA", "COST", "GLW", "CSGP", "CVS", "CW", "DHR", "DDOG", "DE", "DFS", "DLR", "RSP", null, "EFA", "J", "USMV", "IWB", "NEE", "NKE", "MAR", "QQQ", "IWM", "EPD", "MDY", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "PH", "AWK", "MO", "XLK", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-14
- Total Holdings
- 362
- Total Value
- 2783926735
- Accession Number
- 0001941040-25-000297
- Form Type
- 13F-HR
- Manager Name
- Kcm-Investment-Advisors
Data Enrichment
84% identified304 identified58 unidentified
Holdings
362 positions
Manager:
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Page 18 of 19
464287762
Shares:3.6K
Value:$222.2K
37954Y475
Shares:5.5K
Value:$218.5K
316092600
Shares:3.2K
Value:$216.3K
464287291
Shares:2.8K
Value:$211.2K
067901108
Shares:10.3K
Value:$200.0K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
WELLTOWER INC.(WELLcusip95040Q104) | 1.5K | QoQ NEW(+1.5K) YoY NEW(+1.5K) | All Managers (Combined) | $222.9K | QoQ NEW(+$222.9K) YoY NEW(+$222.9K) |
(cusip464287762)✕ | 3.6K | QoQ -4.82% (-185)YoY -4.82% (-185) | All Managers (Combined) | $222.2K | |
(cusip37954Y475)✕ | 5.5K | All Managers (Combined) | $218.5K | ||
1.2K | QoQ NEW(+1.2K) YoY NEW(+1.2K) | All Managers (Combined) | $218.0K | QoQ NEW(+$218.0K) YoY NEW(+$218.0K) | |
(cusip316092600)✕ | 3.2K | QoQ 0.00% (+0) | All Managers (Combined) | $216.3K | |
2.7K | QoQ NEW(+2.7K) YoY 0.00% (-0) | All Managers (Combined) | $215.5K | QoQ NEW(+$215.5K) | |
2.0K | QoQ -2.48% (-50) | All Managers (Combined) | $214.3K | ||
TotalEnergies SE(TTEcusip89151E109) | 3.3K | QoQ NEW(+3.3K) YoY -7.00% (-249) | All Managers (Combined) | $213.7K | QoQ NEW(+$213.7K) |
(cusip464287291)✕ | 2.8K | All Managers (Combined) | $211.2K | ||
1.2K | QoQ 0.00% (-0)YoY NEW(+1.2K) | All Managers (Combined) | $208.8K | YoY NEW(+$208.8K) | |
6.0K | QoQ NEW(+6.0K) | All Managers (Combined) | $206.1K | QoQ NEW(+$206.1K) | |
CME GROUP INC.(CMEcusip12572Q105) | 771 | QoQ NEW(+771) YoY NEW(+771) | All Managers (Combined) | $204.5K | QoQ NEW(+$204.5K) YoY NEW(+$204.5K) |
9.2K | All Managers (Combined) | $203.9K | |||
6.0K | QoQ NEW(+6.0K) YoY NEW(+6.0K) | All Managers (Combined) | $202.8K | QoQ NEW(+$202.8K) YoY NEW(+$202.8K) | |
2.1K | QoQ -7.09% (-157)YoY -7.09% (-157) | All Managers (Combined) | $200.3K | ||
(cusip067901108)✕ | 10.3K | QoQ 0.00% (+0)YoY NEW(+10.3K) | All Managers (Combined) | $200.0K | YoY NEW(+$200.0K) |
15.8K | All Managers (Combined) | $129.6K | |||
25.7K | QoQ 0.00% (-0)YoY NEW(+25.7K) | All Managers (Combined) | $63.2K | YoY NEW(+$63.2K) | |
CEMEX SAB DE CV(CXcusip151290889) | 10.1K | All Managers (Combined) | $56.5K | ||
10.0K | All Managers (Combined) | $46.5K |